get-free-advice
Clara Icon MEET CLARA - THE AI BEHIND SMARTER SOFTWARE CHOICES
Get Started
/*
Loading...
*/
Refine Results Clear All
Artificial Intelligence
  • (4)
Starting Price
  • (10)
  • (6)
  • (3)
  • (7)
Deployment
  • (3)
  • (62)
  • (8)
  • (9)
Customer Types
  • (9)
  • (6)
  • (55)
  • (59)
  • (61)
Pricing Model
  • (17)
  • (24)
  • (4)
  • (32)
  • (37)
Integrated With
  • (2)
  • (1)
  • (1)
Apply Filters
Showing 21 - 40 of 64 Products

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

WOWS Investment Portal logo
Connecting Visionary Founders and Strategic Investors for Mutual Success Write a Review
Schedule a demo Start Free Trial

What is WOWS Investment Portal and how does it work?

The WOWS Investment Portal is a robust ecosystem designed to bridge the gap between innovative companies ranging from startups to SMEs and a global network of potential investors. Offering multiple tiers of profile listings, such as "Endorsed" and "Pitch Ready" plans, the platform tailors its services to meet the unique needs of companies at various development stages. With features like WOWS-endorsed profiles on the WOWS Deal Flow, dedicated investment managers, and comprehensive support for preparing investor meetings and negotiating term sheets, companies are equipped to enhance their appeal to investors. Investors benefit from access to a curated selection of businesses without any associated fees, simplifying the investment process. The platform's intelligent pairing algorithm aligns interests and goals, ensuring long-term success for both investors and founders. With live updates and extensive resources, WOWS Global empowers users to make informed strategic decisions, facilitating growth and innovation in an ever-evolving market. Discover the future of fundraising and investment with WOWS Global, where visionary founders meet strategic investors for mutual success.

Read more

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 60%
  • Momentum 65%
  • Popularity 64%

WOWS Investment Portal Pricing

  • Free Trial Available
  • Starts at $249.0. Offers Free-forever plan.
Schedule a demo Start Free Trial

80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Investorean logo
Empowering Smarter Investing with Fast, Insightful Market Analytics Write a Review
Schedule a demo Start Free Trial

What is Investorean and how does it work?

Investorean is a premier stock filtering and capital markets analytics platform tailored for retail investors seeking broker-specific insights for smarter investing. By delivering rapid and pertinent market analytics, Investorean empowers users to research markets with unprecedented efficiency. The platform boasts robust tools that allow traders to sift through global data, exclude non-tradable stocks, and make swifter, more informed decisions. Users can unearth new investment ideas and tailor presets to match their trading styles, integrating both technical and fundamental strategies to refine their approaches. Comprehensive metrics for each stock offer an in-depth perspective, enabling investors to craft personalized strategies and trade with greater effectiveness. With Investorean, navigating the complexities of capital markets becomes simpler, more intuitive, and remarkably effective for every investor.

Read more

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 60%
  • Momentum 67%
  • Popularity 64%

Investorean Pricing

  • Free Trial Not Available
  • Starts at $9.5. Offers Free-forever and Custom plan.
Schedule a demo Start Free Trial

76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Fey logo

Fey

Smarter Investing Made Simple Write a Review
Schedule a demo Start Free Trial

What is Fey and how does it work?

Fey empowers investors to make smarter decisions with ease. By offering real-time market data, it simplifies tracking news, graphs, and earnings into one seamless platform. Users gain access to essential insights curated from leading industry sources, cutting through the clutter for a clear view of markets and economics. With an intuitive interface and natural language search, Fey eliminates the need for complicated setups whether they’re managing their watchlist, analyzing financials, or setting up a screener. The powerful Analyze tool breaks down complex data into easy-to-digest insights, saving professionals valuable time. Fey provides tailored recaps, including a Monday morning brief from their virtual personal analyst, delivering must-know earnings and updates on their watchlist directly to their inbox. Combining depth, simplicity, and unmatched usability, Fey ensures they stay informed and ahead in the market.

Read more

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 60%
  • Momentum 63%
  • Popularity 63%

Fey Pricing

  • Free Trial Not Available
  • Starts at $25.0.
Schedule a demo Start Free Trial

70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

OnePortfolio logo
OnePortfolio is an all-in-one investment management platform that transforms how you track and analyze your portfolio. Write a Review
Schedule a demo Start Free Trial

What is OnePortfolio and how does it work?

OnePortfolio is an all-in-one investment management platform that transforms how you track and analyze your portfolio. By bringing all your investments from multiple brokers into a single dashboard, OnePortfolio eliminates the complexity of monitoring across different platforms and currencies.

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 60%
  • Momentum 60%
  • Popularity 60%

OnePortfolio Pricing

  • Free Trial Not Available
  • Offers Free-forever plan.
Schedule a demo Start Free Trial

70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Capitally logo
An app to track, understand and improve the performance of your investment strategy, and achieve your life goals sooner! Write a Review
Schedule a demo Start Free Trial

What is Capitally and how does it work?

Capitally is a comprehensive wealth and portfolio tracking platform designed for those who want to manage all their investments in one secure place. It consolidates stocks, ETFs, cryptocurrencies, real estate, bonds, funds, liabilities, and custom assets across multiple brokers and currencies into a unified dashboard. Excels at tracking passive income from dividends, rental income, interest, and crypto staking, with features like dividend calendars and income forecasting. It provides deep performance analytics including MWR, TWR, dividend yield metrics, and benchmark comparisons against indexes or ETFs. Capitally supports easy data import from many brokers, plus manual entry and custom CSV imports. Users can organize investments with custom tags, nested folders, and categorization by asset type, region, and sector. Privacy is paramount - all financial data is end-to-end encrypted on your device, ensuring only you can access it. It offers customizable charts, tax tracking, scenario testing, and multi-currency support. Perfect for dividend investors, data-driven portfolio managers, and anyone upgrading from spreadsheets who values both powerful analytics and absolute privacy.

Read more

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 60%
  • Momentum 60%
  • Popularity 60%

Capitally Pricing

  • Free Trial Available
Schedule a demo Start Free Trial

70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

AlphaQuark logo
Compliance-first white-label platform for investment advisors to manage portfolios, clients, and reporting digitally. Write a Review
Schedule a demo Start Free Trial

What is AlphaQuark and how does it work?

AlphaQuark is a compliance-first, white-label digital platform built for Registered Advisors (RAs) and Registered Investment Advisors (RIAs). It enables advisors to create and manage model portfolios, execute trades through integrated broker platforms, onboard and manage clients, track portfolio performance, and communicate updates through a dedicated branded client dashboard. AlphaQuark simplifies advisory operations by combining portfolio management, model portfolio deployment, trade execution, reporting, and client engagement tools in a single platform.

Read more

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 60%
  • Momentum 60%
  • Popularity 60%

AlphaQuark Pricing

  • Free Trial Not Available
Schedule a demo Start Free Trial

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Watch Insiders logo
Your one in all trading platform to grow business Write a Review
Schedule a demo Start Free Trial

What is Watch Insiders and how does it work?

Watch Insiders is a software tool that generates complete alerts for receiving notifications during stock trading exchanges. The software can follow a specific stock or an entire sector. The software stores your data analysis algorithms to recognize patterns of purchase. It also manages key metrics and inventory metrics to help grow your business. Thousands of internal company forms are delivered daily to the US Securities Commission (SEC). The platform uses all the information and data available, but only send notifications to you when transactions that relate to you or that match your search criteria is seen. It also likes to decipher the data. The insider trading software collects technical and basic statistics as well as performance indicators from various sources to provide even more commercial ideas.

Read more

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 60%
  • Momentum 66%
  • Popularity 63%

Watch Insiders Pricing

  • Free Trial Not Available
  • Starts at $14.00. Offers Free-forever plan.
Schedule a demo Start Free Trial

79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Kubera logo
A Tool to Measure Investments 1 Based on 1 Ratings
Schedule a demo Start Free Trial

What is Kubera and how does it work?

Kubera software is a platform used to track your net worth. Track investments and store documents to monitor the safe transfer to the beneficiary. Connect your online bank and investments accounts to get the latest portfolio values. Receive portfolio if your account becomes inactive for a certain period of time. It is a secure platform with “Bank Level Security” to protect data. Investors, Small, Medium and Large companies make use of the software.

Read more

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 61%
  • Momentum 66%
  • Popularity 64%

Kubera Pricing

  • Free Trial Not Available
  • Starts at $12.0. Offers Free-forever plan.
Schedule a demo Start Free Trial

77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Croesus Advisor logo
Manage and prioritise clients’ portfolios just the way you like 3.3 Based on 3 Ratings
Schedule a demo Start Free Trial

What is Croesus Advisor and how does it work?

Croesus Advisor is a reliable portfolio management software that helps companies deliver exceptional services to their clients and boost productivity levels simultaneously. The portfolio management software turns out of great use in prioritising client communication, getting access to client-specific positions and history in just a few clicks, besides deciding upon business-relevant data in real-time. Businesses can even depend on the same to optimise portfolios. The software helps them to get access to clients’ holdings, assets, risk allocation and history in no time. Besides, Croesus Advisor even helps businesses follow and adapt to differential regulatory changes, where they get to make divisions between time and money, process risk rating feed (external) and conduct compliance reviews with an investment objective or policy as per need. Other notable functionalities loaded within goes as, performance calculation, client wise accounts management, compliance verification, business process identification and more.

Read more

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 60%
  • Momentum 63%
  • Popularity 64%

Croesus Advisor Pricing

  • Free Trial Not Available
  • Offers Custom plan.
Schedule a demo Start Free Trial

73% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Personal Capital logo
Get going with seamless financial management and decision making 2 Based on 40 Ratings
Schedule a demo Start Free Trial

What is Personal Capital and how does it work?

Personal Capital is a personal wealth management platform dedicated to helping clients manage their finances by enabling them to seek assistance from expert advisors. This portfolio tracker is all that is required to monitor all accounts related to finance i.e. bank accounts, stocks, investments and retirement funds. A detailed and interactive dashboard makes it convenient to get access to relevant tools and features, while Cash Flow graphs help keep a track of income and expenditure. Further, users are also provided access to professionally monitored ETF portfolios and reviews on request and state of the art digital services. This ensures minimum risk and maximum returns which are ultimately beneficial for meeting financial goals. Personal Capital’s strict privacy policy ensures the safekeeping of uploaded data in an encrypted format. Thanks to its simple user interface and easy device adaptability, Personal Capital has become a favourite among 2.8 million people worldwide.

Read more

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 68%
  • Momentum 60%
  • Popularity 60%

Personal Capital Pricing

  • Free Trial Not Available
  • Offers Custom plan.
Schedule a demo Start Free Trial

74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

TikrBuddy logo
Invest Like an Analyst Write a Review
Schedule a demo Start Free Trial

What is TikrBuddy and how does it work?

Built For Retail investors BY Retail Investors. Powered by Data From S&P Global bring access to concensus analyst estimates on metrics such as revenue, EPS and much more. Helping invest with confidence. Financial statements don't have to be confusing. See 5 years of historical data in an EASY to read and understand format.

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 60%
  • Momentum 61%
  • Popularity 62%

TikrBuddy Pricing

  • Free Trial Available
  • Offers Custom plan.
Schedule a demo Start Free Trial

81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Rundit logo
The Ultimate Global Platform for Portfolio Management Write a Review
Schedule a demo Start Free Trial

What is Rundit and how does it work?

Rundit is the ultimate global platform for portfolio management and investor reporting. This comprehensive software designed for Venture Capitals, Investment Companies, and Family Offices offers a wealth of important information about their investments in real-time. With this highly advanced resource at fingertips, can access up-to-date reports of the fund's performance. From there get a crystal clear overview of the growth, risk, liquidity and all other aspects of each investment, so can make better informed decisions that optimize the profits and minimize any potential risks. It offers professionals an intelligent solution that simplifies investor reporting while adding granularity insight into their portfolio performance in real time.

Read more

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 60%
  • Momentum 66%
  • Popularity 65%

Rundit Pricing

  • Free Trial Not Available
  • Starts at $349.00. Offers Free-forever plan.
Schedule a demo Start Free Trial

80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Citizen Mint logo
Curated access to top-tier fund managers Write a Review
Schedule a demo Start Free Trial

What is Citizen Mint and how does it work?

Introducing Citizen Mint the revolutionary private market system that transforms their firm’s financial future. Thanks to Citizen Mint, they can reduce their revenue volatility and have access to cutting-edge resources that are tailor-made for their business. With Citizen Mint, the return on investment speaks for itself. Unlike the stock market, Citizen Mint ensures that its firm’s investments remain private and secure, thanks to its robust encryption algorithm that safeguards sensitive data. Its simplified user interface ensures that they and their team are able to navigate the system quickly and with confidence. Plus, Citizen Mint’s advanced analytics help them craft strategies and adjust their approach so their firm can achieve its financial objectives. With Citizen Mint, they can trust that their firm’s investments are handled with the highest level of care and expertise. Invest in your firm’s success with Citizen Mint Invest today.

Read more

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 60%
  • Momentum 66%
  • Popularity 65%

Citizen Mint Pricing

  • Free Trial Not Available
  • Offers Custom plan.
Schedule a demo Start Free Trial

75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

CeoBuySell.com logo
CEOs Know More Than You Think Write a Review
Schedule a demo Start Free Trial

What is CeoBuySell.com and how does it work?

Welcome to CeoBuySell.com, their all-in-one solution for staying ahead of the game in the fast-paced world of stock investments. This platform gives they the unique advantage of receiving real-time notifications whenever CEOs make significant stock moves, allowing they to stay informed and make strategic trading decisions alongside industry insiders. At CeoBuySell.com, they understand the importance of leveling the playing field when it comes to stock trading. CEOs may sell their stock for various reasons, but when they buy, it's a clear signal that they believe the price is going up. With this meticulous tracking of every move they make, they can now have access to valuable insights that will empower they to make informed decisions with confidence. Stay current and informed with this daily recap feature, which provides they with a comprehensive overview of the day's activities. And for those who like to plan ahead, this sector analysis reports delivered every Saturday will enable they to stay ahead of the curve and anticipate market trends. One of the standout features of CeoBuySell.com is the ability to see every CEO's trading history. By analyzing patterns and performance over time, they can gain valuable insights that will guide they in making smart investment choices. This platform provides they with the tools and resources needed to make informed decisions that align with their financial goals. With CeoBuySell.com, they can trust that they are receiving accurate, up-to-date information that will support their investment strategies. Join this platform today and take advantage of this expertise and authoritative guidance to enhance their trading experience. Level up their investment game with CeoBuySell.com where knowledge is power.

Read more

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 60%
  • Momentum 63%
  • Popularity 63%

CeoBuySell.com Pricing

  • Free Trial Not Available
  • Starts at $4.08.
Schedule a demo Start Free Trial

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

MProfit logo
MProfit makes Portfolio management a child’s game 4.3 Based on 3 Ratings
Schedule a demo Start Free Trial

What is MProfit and how does it work?

MProfit is a portfolio management software designed for investors and financial managers. MProfit allows managing all portfolios through a single platform. Moreover, data from over 700 brokers and financial institutions can be transferred to the software for generating useful insights and procuring capital gains in an ITR format. As far as data importing is concerned, the format in which a particular data exists is seldom an issue of concern. Notes, back-office files for Stocks, Mutual Fund CAS Statements and e-NPS statements from Karvy or NSDL, anything and everything can be transferred with ease using MProfit. Further, it can also be used to import files saved in disparate formats, for instance, those in PDF, Excel, HTML, CSV and TXT versions. The software as a whole act as a complete portfolio manager, offering ample services for managing investments in Stocks, F&O, Mutual Funds, Bonds, Fixed Deposits, NPS, AIS and more. These portfolios can be further grouped under categories for viewing consolidated holdings. For advisors, it becomes extremely convenient to maintain client investments in category-wise and family-wise portfolios.

Read more

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 60%
  • Momentum 66%
  • Popularity 64%

MProfit Pricing

  • Free Trial Not Available
  • Offers Custom plan.
Schedule a demo Start Free Trial

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Ripsaw logo
The ultimate wealth management tool for you Write a Review
Schedule a demo Start Free Trial

What is Ripsaw and how does it work?

Ripsaw is an advanced wealth management platform, ideally suited to enterprises of all sizes from large to medium to small for managing and monitoring their assets and revenues. It compiles all of the user's assets and obligations into an online, auto-updated balance sheet that estimates the wealth portfolio's net value. The platform has access to pertinent data for evaluating the risk-return characteristics of each asset and debt on the balance sheet. It creates a wealth portfolio dashboard by combining these separate variables and their relationships. Ripsaw assists in gaining control over the most critical areas of one's financial life. It assists you in making sound financial and investing decisions by taking help of legal policies and schemes.Users can additionally set up targets and goals for their teams to elevate growth rate levels and better performance of the company. It additionally enables the user to track and monitor their investors, data, and subscriptions all at a single customizable dashboard. Ripsaw offers a free trial version of their software to test and try their smart tools.

Read more

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 60%
  • Momentum 66%
  • Popularity 63%

Ripsaw Pricing

  • Free Trial Available
  • Starts at $18.99.
Schedule a demo Start Free Trial

75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

BuildGrowth logo
Filter by country, investment stage Write a Review
Schedule a demo Start Free Trial

What is BuildGrowth and how does it work?

Write a title and introduce company in less than 5 minutes. Then leave the rest for us: they will contact investors and journalists with the data wrote. Once got license, they will receive access to more than 3.000 journalists to spread the word about company. Upcoming feature. Other companies charge a monthly subscription. They don't. Pay once, get access forever.

Read more

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 60%
  • Momentum 62%
  • Popularity 62%

BuildGrowth Pricing

  • Free Trial Not Available
  • Starts at $199.00.
Schedule a demo Start Free Trial

72% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Orion Advisor Trading logo
Trading and Rebalancing Solutions 2.7 Based on 3 Ratings
Schedule a demo Start Free Trial

What is Orion Advisor Trading and how does it work?

Orion's trading suite, which includes a tax-intelligent rebalancer, custom SMA optimizer, and robust model marketplace, empowers firms to personalize client portfolios while scaling back-office processes.

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 60%
  • Momentum 60%
  • Popularity 61%

Orion Advisor Trading Pricing

  • Free Trial Not Available
  • Offers Custom plan.
Schedule a demo Start Free Trial

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Investipal logo
The Easiest Way To Invest On Your Own Write a Review
Schedule a demo Start Free Trial

What is Investipal and how does it work?

Investing in the stock market can be intimidating, especially for those who are just starting out. But no matter what level of experience have, can create a custom portfolio that meets individual goals and reflects unique personality. The first step is to do some research. User can look into different types of investments, assess the risks and rewards, and explore the markets in which are most interested. Once have a better understanding of the different investment options, can begin to build your portfolio. User can choose from a variety of exchange-traded funds (ETFs) to make up portfolio. ETFs are a great way to diversify investments, as they can contain a variety of stocks, bonds and other assets. User can select the ETFs that are most closely related to the markets are interested in, and the ones that fit investment goals and risk tolerance.

Read more

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 60%
  • Momentum 65%
  • Popularity 63%

Investipal Pricing

  • Free Trial Not Available
  • Offers Free-forever and Custom plan.
Schedule a demo Start Free Trial

84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Portfoliopilot logo
Perfect Tool for Understanding the Portfolios Write a Review
Schedule a demo Start Free Trial

What is Portfoliopilot and how does it work?

PortfolioPilot is your personal AI financial advisor, powered by Global Predictions' award-winning Economic Insights Engine. It offers a free portfolio tracker and financial advice tailored to your needs. Whether you're new to investing or looking to refine your strategy, PortfolioPilot provides easy-to-understand insights to help you manage your investments more effectively. With this tool, sophisticated financial strategies become accessible to every investor, empowering you to make informed decisions about your financial future.

Read more

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 60%
  • Momentum 66%
  • Popularity 67%

Portfoliopilot Pricing

  • Free Trial Not Available
  • Offers Free-forever plan.
Schedule a demo Start Free Trial

We understand SaaS better

SaaSworthy helps stakeholders choose the right SaaS platform based on detailed product information, unbiased reviews, SW score and recommendations from the active community.

icon

Buyers

Looking for the right SaaS

We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.

icon

Makers

Want more customers?

Our experts will research about your product and list it on SaaSworthy for FREE.

Get Listed